AI readiness assessment: a free pilot worksheet
Complete a free AI readiness worksheet for one proposed pilot. Record data, ownership, risks and testing gaps before briefing an Australian consultant. No signup required.
Assess one proposed pilot before buying a solution.
An AI readiness assessment can mean anything from a short workshop to an organisation-wide review. This worksheet has a narrower job: help you record what is known about one workflow, identify what is missing and decide what questions to resolve before committing to a pilot.
Use an existing process description, an owner’s decisions and an approved sample. If a point is unknown, leave it open. The six planning topics below are our editorial framework; they are not a government test, a validated maturity model or a prediction of return.
The National AI Centre’s Get ready for AI guidance ↗ discusses business goals, people, accountability and data. Its foundations guidance ↗ also addresses impacts, testing and human oversight. Use the official material alongside the worksheet, adapting the work to the proposed use and your organisation.
Record the plan. Find the gaps.
Entries stay in this tab and are not submitted or saved by this worksheet. Reloading clears them. Copy or download your work to keep it. Use high-level or synthetic descriptions; leave out confidential material and personal records.
No signup required. Prefer to work offline? Download the blank .txt worksheet ↗. This also works without JavaScript.
Your planning agenda
0 of 6 topics marked documented with notes. This is a record of your answers, not a readiness score.
- Name one workflow to assess.
- Identify the role accountable for the decision.
Use these open points for an internal review or a discovery conversation:
- Process and baseline: Define one workflow and measure its current baseline before choosing a tool.
- Data and access: Map the required data and access permissions; identify an approved test sample and the questions still needing answers.
- People and accountability: Agree who decides, who reviews the output, what training is needed and who handles problems.
- Risks and boundaries: Identify affected people, consequences and boundaries; resolve any need for specialist review before a pilot decision.
- Pilot checks and stop conditions: Agree acceptance checks, failure tests, an accountable reviewer and a stop-or-continue decision.
- Costs, handover and ongoing work: Clarify first-year cost assumptions, operating responsibilities, ownership and support before committing.
A completed worksheet does not authorise access, deployment or a claim of compliance. Get appropriate specialist help where the proposed use needs it.
View or select worksheet text
AI READINESS WORKSHEET — ONE PROPOSED PILOT Find AI Consultants — https://findaiconsultants.com.au/guides/ai-readiness-assessment Worksheet edition: 19 October 2026. Your entries have not been independently checked. Workflow: [Not recorded] Decision-owner role: [Not recorded] 1. PROCESS AND BASELINE Status: Not decided Planning prompts: Describe one recurring task, its steps and systems, volume, current time or error rate, and common exceptions. Could a simpler process or ordinary automation solve it? Recorded plan / evidence: [Not recorded] 2. DATA AND ACCESS Status: Not decided Planning prompts: Name the data categories, approved sample, tools and accounts. Who approves access? What is known about storage, retention, training use and third-party access? Use descriptions, not real records. Recorded plan / evidence: [Not recorded] 3. PEOPLE AND ACCOUNTABILITY Status: Not decided Planning prompts: Identify the decision-owner role, users, training needs and human reviewer. Record how staff can raise concerns and how the task continues when the tool is unavailable. Recorded plan / evidence: [Not recorded] 4. RISKS AND BOUNDARIES Status: Not decided Planning prompts: Who could be affected by an incorrect output? Record restricted actions, human approval points, escalation and any specialist advice required. Define what the pilot must not do. Recorded plan / evidence: [Not recorded] 5. PILOT CHECKS AND STOP CONDITIONS Status: Not decided Planning prompts: Record the test examples, success measures and failure cases. Include incorrect outputs, access restrictions and review time. Who accepts the result, and what would stop or pause the pilot? Recorded plan / evidence: [Not recorded] 6. COSTS, HANDOVER AND ONGOING WORK Status: Not decided Planning prompts: Separate setup, licences, usage, review time and support costs. State AUD/GST assumptions, account and documentation ownership, monitoring, handover and the exit process. Recorded plan / evidence: [Not recorded] OPEN PLANNING POINTS 1. Name one workflow to assess. 2. Identify the role accountable for the decision. 3. Process and baseline: Define one workflow and measure its current baseline before choosing a tool. 4. Data and access: Map the required data and access permissions; identify an approved test sample and the questions still needing answers. 5. People and accountability: Agree who decides, who reviews the output, what training is needed and who handles problems. 6. Risks and boundaries: Identify affected people, consequences and boundaries; resolve any need for specialist review before a pilot decision. 7. Pilot checks and stop conditions: Agree acceptance checks, failure tests, an accountable reviewer and a stop-or-continue decision. 8. Costs, handover and ongoing work: Clarify first-year cost assumptions, operating responsibilities, ownership and support before committing. OWNER REVIEW BEFORE ANY PILOT Check the assumptions, permissions, affected people, unresolved risks, acceptance tests, human review, costs and stop conditions. A completed worksheet is not permission to deploy, a validated readiness score, a compliance assessment or a prediction of results. NEXT STEP Resolve open points with the appropriate internal owner or adviser. When the scope is clear, use https://findaiconsultants.com.au/guides/ai-project-brief to request comparable proposals. Compare published strategy/readiness providers at https://findaiconsultants.com.au/services/strategy . Use high-level or synthetic descriptions. Do not include passwords, personal records or confidential customer material in an initial worksheet. Keep this file privately.
A worked example: routing course enquiries.
Illustrative example only. This is an invented planning scenario, not a client project or evidence of savings. A small training provider wants to suggest an internal destination for routine course enquiries. Staff would review every suggestion; the pilot cannot send replies or change customer records.
| Topic | Recorded plan | Still to resolve |
|---|---|---|
| Process | Staff currently read enquiries and choose a team. | Measure the current handling and correction time. Check whether ordinary routing rules would be sufficient. |
| Data | Start with synthetic enquiries and an approved list of course/team labels. | Agree who checks the sample and tool settings before any real records are considered. |
| People | The operations manager owns the decision; a coordinator reviews every suggestion. | Confirm staff training, escalation and the manual fallback. |
| Boundaries | No external messages, customer-record changes or access to unrelated systems. | Document affected people, error consequences and any further review needed. |
| Testing | Include ambiguous, unrelated and incorrectly labelled examples. | Agree acceptance checks and stop conditions before testing; count the time spent reviewing and correcting. |
| Operation | Accounts should belong to the business, with a named support owner. | Confirm setup, ongoing usage, human review and support costs, plus the handover and exit process. |
The useful result is a planning agenda. The team has not established that AI is needed or that a pilot is approved. It would resolve the baseline, access, testing and cost questions before the owner makes that decision.
Use the gaps to choose the next conversation.
- The workflow or business case is unclear: agree the task internally, or compare AI strategy and readiness providers for a bounded assessment.
- Staff need help using approved tools: explore training and adoption support, with named roles and tasks.
- Data, impacts or approval questions remain: involve the appropriate internal owner and, where needed, governance or specialist advisers. This worksheet does not replace those decisions.
- A scoped workflow is ready to brief: turn the recorded plan into the free AI project brief, then use the cost and quote checklist to compare proposals.
Ask a provider what its assessment includes: findings, assumptions, data/access questions, prioritised next steps, costs and a stop-or-continue decision. A workshop, an implementation roadmap and a working system are different deliverables. Use the buyer’s guide and provider comparison to inspect the evidence behind a proposal.
Sources and how this resource was prepared.
The worksheet is an original planning aid published by Find AI Consultants, using AI-assisted research and implementation. The prompts, open-points summary and hypothetical example have not been independently validated as an assessment model. Selecting a status records your answer; it does not verify your evidence.
Sources checked 19 October 2026:
- National AI Centre: Get ready for AI ↗ — planning across business goals, people, accountability and data.
- National AI Centre: Guidance for AI adoption, foundations ↗ — responsible-use practices including oversight and testing.
- OAIC: commercially available AI products ↗ — privacy considerations when selecting and using AI, including data access and human oversight.
Describe data categories first. Before providing real personal or confidential material, agree an appropriate sharing process and check the tool’s handling with the responsible owner. Seek advice suitable for the data and proposed use. Read our editorial policy.